Williams-Sonoma, Inc.WSM
NYSE•Consumer Cyclical•Specialty Retail
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home the United States and internationally. The company provides cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks. It offers home furnishings, home decor products and accessories, bedding, lighting, rugs, table essentials, kids accessories, made-to-order lighting, hardware, personalized products, custom gifts, and vintage-inspired heirloom products. It offers its products under the Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow brand names. The company markets its products through e-commerce websites, direct-mail catalogs, and retail stores. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California.
Williams-Sonoma, Inc. (WSM) reported trailing twelve months revenue of $7.88B as of May 2026, a 1.3% increase year-over-year. Quarterly revenue reached $1.81B, reflecting continued top-line momentum.
Williams-Sonoma, Inc. generated $1.09B in TTM net income, with quarterly EBITDA of $347.80M. The operating margin contracted from 16.8% to 16.2%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (16.2%) and net margin (12.8%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 13.4% a year ago, reflecting increased costs or interest expense.
WSM trades at a P/E of 19.6x (in line with broad market averages) and a P/S of 2.7x. The price-to-book ratio of 11.4x indicates a significant premium over book value.
The company generated $98.64M in free cash flow over the trailing twelve months, a 62.5% increase year-over-year, indicating cash generation ability. The balance sheet shows $5.06B in total assets with no in long-term debt against $1.87B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~17.8%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 53.0% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue shows resilience with 5 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~17.8% — no sign of cost or pricing stress.
FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 7.7% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation